Tarbox Family Office, Inc.
Q1 2025 13F Holdings
- Locationnewport beach, CA
- Num holdings
107
- Value ($000)
$601,612
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001599603
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $208.64 M | 35 % | 371,317 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $65.22 M | 11 % | 1,117,693 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $32.26 M | 5 % | 536,132 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $28.69 M | 5 % | 379,275 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $22.37 M | 4 % | 112,127 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $20.21 M | 3 % | 304,902 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $19.25 M | 3 % | 409,302 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $17.98 M | 3 % | 206,228 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $16.62 M | 3 % | 64,283 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $15.26 M | 3 % | 59,373 |
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